Correlation
The correlation between FHQDX and SVOL is 0.53, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
FHQDX vs. SVOL
Compare and contrast key facts about Fidelity Freedom Blend 2005 Fund Class K6 (FHQDX) and Simplify Volatility Premium ETF (SVOL).
FHQDX is managed by Fidelity. It was launched on Aug 31, 2018. SVOL is an actively managed fund by Simplify Asset Management Inc.. It was launched on May 12, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FHQDX or SVOL.
Performance
FHQDX vs. SVOL - Performance Comparison
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Key characteristics
Returns By Period
FHQDX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
SVOL
-7.17%
10.19%
-9.79%
-5.91%
8.93%
N/A
N/A
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FHQDX vs. SVOL - Expense Ratio Comparison
FHQDX has a 0.21% expense ratio, which is lower than SVOL's 0.50% expense ratio.
Risk-Adjusted Performance
FHQDX vs. SVOL — Risk-Adjusted Performance Rank
FHQDX
SVOL
FHQDX vs. SVOL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Freedom Blend 2005 Fund Class K6 (FHQDX) and Simplify Volatility Premium ETF (SVOL). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
FHQDX vs. SVOL - Dividend Comparison
FHQDX has not paid dividends to shareholders, while SVOL's dividend yield for the trailing twelve months is around 18.77%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|
FHQDX Fidelity Freedom Blend 2005 Fund Class K6 | 0.43% | 0.75% | 3.07% | 3.45% | 2.34% | 1.15% | 1.60% | 1.06% |
SVOL Simplify Volatility Premium ETF | 18.77% | 16.79% | 16.36% | 18.32% | 4.65% | 0.00% | 0.00% | 0.00% |
Drawdowns
FHQDX vs. SVOL - Drawdown Comparison
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Volatility
FHQDX vs. SVOL - Volatility Comparison
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